Verisail Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$282,798,000
Clients
262
Advisors
5
across 2 offices
About
Verisail Partners provides comprehensive financial planning and investment management to individuals, families, businesses, and retirement plans. Client engagements typically begin with an initial financial planning process and proceed to ongoing investment management and implementation services, with Held-Away Asset Management available for accounts maintained at other custodians.
The firm follows a top-down, asset-allocation-centered investment process and documents client objectives in an Investment Policy Statement; it explicitly employs a factor-based approach, citing the Fama–French three-factor model, and implements allocations using individual securities, mutual funds, and ETFs. Most accounts are managed on a discretionary basis, portfolios and models are reviewed by an investment committee quarterly, and clients have access to online reporting through Blueleaf.
Distinctive features in the brochure include an affiliated advisory resource: an investment adviser representative who is a licensed certified public accountant and who performs limited accounting and tax services outside the firm. Verisail also describes a formal HAAM process that can include client-authorized login access to held-away retirement accounts, together with documented compliance controls (a written code of ethics, fiduciary acknowledgments, and absence of performance-fee arrangements).
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for retirement plan services and stand-alone consulting; specific amounts disclosed in service agreement or engagement letter
$0 - $250,000: 1.50% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: .75% $5,000,001+: .50%
$150/hour to $450/hour depending on engagement for stand-alone financial planning, consulting, and other projects
Account minimum: $500,000 Minimum fee: $6,250 per year minimum fee (may be waived or reduced)
Main office
See office5256 Peachtree Road, Suite 170
Chamblee GA 30341
Advisors at this office
4
Offices (2)
Most active in
Florida · Georgia · Texas
Also doing business as
Scott Voigt · Verisail Partners, LLC · Veritas Planning Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Taylor S
CFP®, Series 65
Chamblee, GA
Verisail Partners, LLC
Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.
Scott V
CFP®, CFA®, Series 65
Chamblee, GA
Verisail Partners, LLC
Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.
Bradford G
CFP®, Series 65
Chamblee, GA
Verisail Partners, LLC
Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.
Thaddeus G
CFP®, CFA®, Series 66
Chamblee, GA
Verisail Partners, LLC
Thaddeus Gilliam is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.
Tracie H
CFP®, Series 65
Oviedo, FL
Verisail Partners, LLC
Tracie Handberg is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Verisail Partners, LLC. She has two years of industry experience, including prior work at Stonebridge Financial Planning Group, LLC. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm uses a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model, managing portfolios on a discretionary basis with a focus on multi-year holding periods.
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